COMPASS EFFICIENT MODEL PORTFOLIOS, LLC
CRD #125568 SEC #801-61868 BRENTWOOD, TN 615-620-8600
SEC Registered
Total AUM
$864.1M
Discretionary
$864.1M
Employees
11
Clients
1
Accounts
641
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $1.6B | $1.6B | $0 | 18 | 100 |
| Sep 2014 | $1.5B | $1.5B | $0 | 17 | 200 |
| Mar 2014 | $1.3B | $1.3B | $0 | 17 | 200 |
| Aug 2013 | $1.2B | $1.2B | $0 | 16 | 300 |
| Mar 2013 | $880.5M | $880.5M | $0 | 16 | 300 |
| Jan 2013 | $864.1M | $864.1M | $0 | 16 | 300 |
| Mar 2012 | $864.1M | $864.1M | $0 | 11 | 300 |
| May 2011 | $375M | $220M | $155M | -- | -- |
| Apr 2011 | $350.9M | $350.9M | $0 | -- | -- |
| Mar 2011 | $350.9M | $350.9M | $0 | -- | -- |
| Sep 2010 | $350.9M | $350.9M | $0 | -- | -- |
| Mar 2010 | $350.9M | $350.9M | $0 | -- | -- |
| May 2009 | $360.6M | $360.6M | $0 | -- | -- |
| Mar 2009 | $360.6M | $360.6M | $0 | -- | -- |
| Jan 2008 | $381.4M | $152.4M | $229M | 10 | -- |
| Nov 2007 | $381.4M | $152.4M | $229M | 10 | -- |
| Oct 2007 | $381.4M | $152.4M | $229M | 10 | -- |
| May 2007 | $381.4M | $152.4M | $229M | -- | -- |
| May 2007 | $381.4M | $152.4M | $229M | -- | -- |
| May 2007 | $381.4M | $152.4M | $229M | -- | -- |
| Mar 2007 | $381.4M | $152.4M | $229M | -- | -- |
| Mar 2006 | $376M | $52M | $324M | 5 | -- |
| Oct 2005 | $3.5B | $350M | $3.1B | 5 | -- |
| Feb 2005 | $125M | $125M | $0 | 5 | -- |
| Feb 2005 | $125M | $125M | $0 | 5 | -- |
| Jan 2005 | $125M | $125M | $0 | 5 | -- |
| Apr 2004 | $198M | $15M | $183M | 5 | -- |
DateMar 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients100
DateSep 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients200
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients200
DateAug 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients300
DateMar 2013
Total AUM$880.5M
Discretionary$880.5M
Non-Disc.$0
Employees16
Clients300
DateJan 2013
Total AUM$864.1M
Discretionary$864.1M
Non-Disc.$0
Employees16
Clients300
DateMar 2012
Total AUM$864.1M
Discretionary$864.1M
Non-Disc.$0
Employees11
Clients300
DateMay 2011
Total AUM$375M
Discretionary$220M
Non-Disc.$155M
Employees--
Clients--
DateApr 2011
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$350.9M
Discretionary$350.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$360.6M
Discretionary$360.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees10
Clients--
DateNov 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees10
Clients--
DateOct 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees10
Clients--
DateMay 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees--
Clients--
DateMay 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees--
Clients--
DateMay 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees--
Clients--
DateMar 2007
Total AUM$381.4M
Discretionary$152.4M
Non-Disc.$229M
Employees--
Clients--
DateMar 2006
Total AUM$376M
Discretionary$52M
Non-Disc.$324M
Employees5
Clients--
DateOct 2005
Total AUM$3.5B
Discretionary$350M
Non-Disc.$3.1B
Employees5
Clients--
DateFeb 2005
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$198M
Discretionary$15M
Non-Disc.$183M
Employees5
Clients--